Private Bank, Family Office Services and Strategy, Vice President

J.P. Morgan Private Bank is seeking a Vice President to join its Family Office Services & Strategy team. This role sits at the center of one of the firm’s fastest-growing segments—supporting the needs of the world’s wealthiest and most complex families and family offices.As a senior member of the team, you will own and execute high-impact strategic initiatives that drive growth of the family office business. You will work directly with advisors, clients, and senior leadership to enhance our value proposition, empower advisors to win and deepen relationships, and elevate the client experience.This is an ideal role for someone who combines strategic thinking, intellectual curiosity, client engagement, and execution rigor—and is motivated to shape the future of family office services at J.P. Morgan.Job ResponsibilitiesEngage with ClientsLead discussions with clients and prospective clients to present capabilities and specialized adviceAct as a subject matter expert on the firm's family office servicesSupport advisors in deepening relationships with complex, multi-generational familiesDrive Advisor SuccessEquip advisors with tools, insights, and tailored materials to win and expand family office relationshipsProvide hands-on support for client opportunities, including pitch development and expert adviceBuild scalable content and playbooks to support advisors nationwideShape, refine, and advance the family office value proposition, offering, services, and capabilities to meet the needs of large and complex families Evolve the Family Office Offering Shape and drive the development of a clear, differentiated pitch and narrative articulating the full J.P. Morgan Family Office value propositionDrive platform innovation through the development of new services, products, and client experiencesIdentify gaps & opportunities through client feedback, market trends, and competitive analysisPartner with senior leadership to shape strategic priorities and inform decisionsEnhance the Client ExperienceLead initiatives to improve the end-to-end experience across digital tools, service, operations, and various solutions and product teamsIdentify and implement high-impact enhancements that differentiate the platformExecute StrategyOwn discrete workstreams aligned to the Family Office strategyDrive end-to-end execution, including detailed tracking of KPIs, stakeholder coordination, and delivery of operational outputsDevelop Content & InsightsDevelop client-ready materials, including pitchbooks, presentations, and analysesContribute to industry-leading thought leadership (e.g., Global Family Office Report)Conduct financial, market, and competitive analysis to inform strategic decisionsSupport Market EngagementParticipate in high-impact client events, roundtables, and market visitsRequired Qualifications, Capabilities and Skills:6+ yrs experience in private banking, wealth management, family office, or a related field; Series 7 and 63, 65, or 66 Familiarity with family office structures and complex client needsExperience working with or supporting advisors and/or ultra-high-net-worth clientsProven ability to own projects end-to-end and deliver results in a fast-paced environmentStrong analytical and strategic thinking skills, including financial analysis and planningExcellent communication and presentation skills with senior audiencesAdvanced proficiency in PowerPoint, Excel, and modern productivity/AI toolsTrack record of improving client experience or platform offeringsAbility to synthesize complex information into clear, actionable recommendationsStrong organizational skills and ability to manage multiple stakeholdersBachelor’s degree required (Master’s or relevant certifications a plus). JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​ The Strategy team manages mission-critical projects ranging from developing growth strategies, to assessing and planning entry into new markets, to implementing organizational restructurings and operational efficiencies, and more. Projects are typically team-based and include close collaboration with senior executives. Full timePosting Date: 2026-07-07